Sequoia Financial Advisors’s Invesco Large Cap Value ETF PWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
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|
2018
Q3 | $222K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $274K | Sell |
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|
2016
Q3 | $286K | Sell |
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|
2016
Q2 | $292K | Sell |
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|
2016
Q1 | $373K | Buy |
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|
2015
Q4 | $353K | Sell |
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|
2015
Q3 | $1.16M | Sell |
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|
2015
Q2 | $1.36M | Sell |
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|
2015
Q1 | $3.75M | Buy |
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|
2014
Q4 | $2.76M | Buy |
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|
2014
Q3 | $2.44M | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $245K | Sell |
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|
2013
Q4 | $353K | Buy |
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